| Type: | Full Time |
|---|
Responsible for finding and developing clients for the Wealth Management Division.
- Business development for new wealth management business in asset management, trust services, financial planning and private banking.
- Plan and execute marketing activities and meetings to close sales and exceed goals.
- Source new clients through affluent networks, community activities, professional associates, current bank clients, etc.
- Advise clients on the full range of wealth management solutions such as trust estate, trust planning, wealth transfers, philanthropic, financial planning, living trust, wills, and investments management services.
- Develop strategies to deepen client relationships and cross-sell other products.
QualificationsL
A minimum of 5 years demonstrated sales success in the affluent marketplace, full knowledge of wealth management related products and practices, and Series 7 and 66 licenses are required.
For details, please find job posting:
www.investmentbankcareer.com/company.php
- Business development for new wealth management business in asset management, trust services, financial planning and private banking.
- Plan and execute marketing activities and meetings to close sales and exceed goals.
- Source new clients through affluent networks, community activities, professional associates, current bank clients, etc.
- Advise clients on the full range of wealth management solutions such as trust estate, trust planning, wealth transfers, philanthropic, financial planning, living trust, wills, and investments management services.
- Develop strategies to deepen client relationships and cross-sell other products.
QualificationsL
A minimum of 5 years demonstrated sales success in the affluent marketplace, full knowledge of wealth management related products and practices, and Series 7 and 66 licenses are required.
For details, please find job posting:
www.investmentbankcareer.com/company.php
